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Sherwin-Williams

1,292 hedge funds and large institutions have $49.2B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 559 increasing their positions, 399 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 399

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

19.59% more ownership

Funds ownership: 230.15%249.74% (+20%)

1% more funds holding

Funds holding: 1,2751,292 (+17)

4% less capital invested

Capital invested by funds: $51.4B → $49.2B (-$2.18B)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

29% less call options, than puts

Call options by funds: $430M | Put options by funds: $606M

Holders
1,292
Holders Change
+17
Holders Change %
+1.33%
% of All Funds
22.69%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
559
Reduced
399
Closed
91
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
551
Pacific Global Investment Management
California
$2.14M -$52.9K -222 -2%
MC
552
Moors & Cabot
Massachusetts
$2.13M -$304K -1,278 -13%
ONB
553
Old National Bancorp
Indiana
$2.13M -$144K -606 -7%
EHWM
554
Eads & Heald Wealth Management
Georgia
$2.12M -$31.4K -132 -2%
IRF
555
IBM Retirement Fund
New York
$2.12M -$136K -570 -6%
TIA
556
Tiemann Investment Advisors
California
$2.12M -$147K -618 -7%
CAN
557
Cetera Advisor Networks
California
$2.11M +$255K +1,071 +14%
CAL
558
Capital Analysts LLC
Pennsylvania
$2.11M +$149K +627 +8%
F
559
F3Logic
Minnesota
$2.1M -$600K -2,520 -22%
KPWS
560
Kestra Private Wealth Services
Texas
$2.09M +$1.18M +4,947 +139%
GAM
561
Griffin Asset Management
New York
$2.08M -$118K -495 -6%
LA
562
LexAurum Advisors
Kansas
$2.07M +$35.7K +150 +2%
EAM
563
Eventide Asset Management
Massachusetts
$2.07M -$1M -4,200 -33%
DADC
564
D.A. Davidson & Co
Montana
$2.05M +$528K +2,217 +23%
CI
565
CX Institutional
Indiana
$2.02M +$1.67M +7,029 +232%
FFS
566
Founders Financial Securities
Maryland
$2.02M +$25.7K +108 +1%
AIMCA
567
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.99M +$500K +2,100 +35%
CAM
568
Cresset Asset Management
Illinois
$1.99M +$537K +2,253 +39%
MP
569
McDonald Partners
Ohio
$1.99M +$227K +951 +13%
HWAM
570
Hennion & Walsh Asset Management
New Jersey
$1.99M +$1.92M +8,076 New
GCC
571
Guardian Capital (Canada)
Ontario, Canada
$1.98M +$175K +735 +10%
S
572
SignatureFD
Georgia
$1.98M +$806K +3,384 +73%
B
573
BP
United Kingdom
$1.97M -$404K -1,695 -17%
WHG
574
Westwood Holdings Group
Texas
$1.95M +$222K +930 +4%
V
575
Veritable
Delaware
$1.93M -$29.3K -123 -2%

SHW Hedge Fund Activity: Q1 2021 in Review

1,292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2021, worth a combined $49.2B — down 4.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SHW positions and 91 closed out — a net gain of 28 holders — while 559 added to existing stakes and 399 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.65B. The largest seller was Capital World Investors, cutting an estimated $495M.

  • 1,292 institutional investors held Sherwin-Williams (SHW) as of Q1 2021, up from 1,275 in Q4 2020.
  • Funds reported $49.2B of Sherwin-Williams stock for Q1 2021, down 4.3% quarter-over-quarter.
  • 119 funds opened new Sherwin-Williams positions in Q1 2021 and 91 closed out, a net change of +28 holders.
  • The largest Sherwin-Williams buyer in Q1 2021 was Geode Capital Management, an estimated $1.65B added.
  • The largest Sherwin-Williams seller in Q1 2021 was Capital World Investors, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.